A CTEC registered tax preparer is regulated pursuant to the CA Business & Professions Code.
TaxEase provides a 60 hour course which meets the requirement for a New Preparer. This course consists of 19 chapters with a set of questions following each chapter. The text consists of general information required to complete tax returns and become employed as a Professional Tax Preparer. All answers to the questions are found in our material.
We recommend several IRS and FTB Publications to accompany the course. These publications can be ordered or are available for download from the IRS and FTB website. Familiarizing yourself with these publications is an important component to a successful business.
There is a total of 500 questions in this course, successful completion is 70%. Upon successful completion of this course, TaxEase will notify CTEC of your completion, issue you a "Certificate of Professional Completion" and send you a New Preparer Application for CTEC. Your application must include a check for $35 made payable to CTEC.
A $5,000 bond is required. Prices of the bond vary between the surety and insurance companies offering this service.